We are live on ! Find out more
PCP

Proficio Capital Partners Portfolio holdings

AUM $1.87B
1-Year Est. Return 30.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
-$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,383
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.62M
3
+$4M
4
GCC icon
WisdomTree Enhanced Commodity Strategy Fund
GCC
+$2.94M
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.74M

Top Sells

1
+$6.74M
2
+$4.81M
3
+$3.21M
4
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$2.78M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.45M

Sector Composition

1 Financials 6.17%
2 Technology 5.98%
3 Consumer Discretionary 4.35%
4 Communication Services 3.93%
5 Healthcare 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$23K 0.01%
764
552
$22K 0.01%
675
553
$22K 0.01%
262
+33
554
$22K 0.01%
1,280
555
$22K 0.01%
1,240
-118
556
$22K 0.01%
186
+57
557
$22K 0.01%
332
+94
558
$22K 0.01%
272
+14
559
$22K 0.01%
392
+40
560
$22K 0.01%
1,037
+94
561
$22K 0.01%
495
-81
562
$22K 0.01%
577
+273
563
$22K 0.01%
129
+13
564
$22K 0.01%
77
565
$22K 0.01%
155
-24
566
$22K 0.01%
297
+75
567
$22K 0.01%
+474
568
$22K 0.01%
544
-358
569
$21K 0.01%
186
+21
570
$21K 0.01%
958
+60
571
$21K 0.01%
109
+9
572
$21K 0.01%
236
573
$21K 0.01%
257
574
$21K 0.01%
151
+23
575
$21K 0.01%
468
+397
21 22
23
24 25